African American Initiative

How We Work

Our Firm has taken the challenge of working with Retirement and Insurance companies to develop programs to be cultural sensitive and relevant.  Many Affluent African American professionals are getting  tier 2 and 3 customer service in our industry and we are here to give you the proper care you have worked so hard to deserve. Our Firm  has taken the initiative to foster relationship with Associations and Community Programs to stay current with the changes going on in the business world. 

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Servicing those who Serve 

Servicing those who Serve 

We create strategies that are tailored to your needs and goals.

Philanthropy 

Philanthropy 

Years of experience have prepared us to guide you through your life transitions.

Business Planning and Business Coaching 

Business Planning and Business Coaching 

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Professional Athletes 

Professional Athletes 

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.